The wealth landscape for the year ahead remains difficult to predict, and the enquiries we are receiving reflect a really broad range of concerns.
Investors are used to rock-bottom interest levels, but now the prospect of negative rates is coming into view – necessitating a wholesale review of many people’s financial strategies.
Rapid changes in the investment and fiscal landscape are prompting the affluent to get proactive across their wealth management plans before things really heat up.
Market events and the continuing uncertainty ahead have prompted more people than ever to reconsider their financial strategy, and there are a huge variety of issues on their minds.
Retirement planning is back in the spotlight, with those approaching the lifetime contribution limit and women expressing concerns in particular. Elsewhere, savers are losing their patience with rock-bottom interest rates.
Kleinwort Hambros, the firm formed following the acquisition Kleinwort Benson by Societe Generale in 2016 and its subsequent merger with SGPB Hambros, is experiencing a rise in client numbers off the back of low interest rates, global uncertainty and Brexit concerns.
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